Hixon Zuercher, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$321.1M
Q ending 2026-03-31
Prior quarter
$329.8M
Q ending 2025-12-31
Change
-2.6% QoQ · +13.2% YoY
Positions
85
reported holdings
Largest positions
All 85 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Goldman Sachs Etf Tr | GSIE | Shares | $21.9M | 508K |
| Goldman Sachs Etf Tr | GSLC | Shares | $11.8M | 95K |
| Johnson & Johnson | JNJ | Shares | $11.7M | 48K |
| John Hancock Exchange Traded | JHMM | Shares | $9.9M | 148K |
| Exxon Mobil Corp | XOM | Shares | $9.5M | 56K |
| Nextera Energy Inc | NEE | Shares | $9.0M | 97K |
| Ishares Inc | EMGF | Shares | $8.9M | 148K |
| Jpmorgan Chase & Co | JPM | Shares | $8.9M | 30K |
| Nvidia Corporation | NVDA | Shares | $8.5M | 49K |
| Goldman Sachs Group Inc | GS | Shares | $7.8M | 9K |
| Stryker Corporation | SYK | Shares | $7.6M | 23K |
| Apple Inc | AAPL | Shares | $7.3M | 29K |
| Amazon Com Inc | AMZN | Shares | $6.9M | 33K |
| Caterpillar Inc | CAT | Shares | $6.7M | 10K |
| Walmart Inc | WMT | Shares | $6.6M | 53K |
| Mastercard Incorporated | MA | Shares | $6.6M | 13K |
| Microsoft Corp | MSFT | Shares | $6.4M | 17K |
| Dell Technologies Inc | DELL | Shares | $6.2M | 38K |
| Alphabet Inc | GOOGL | Shares | $6.2M | 22K |
| Honeywell Intl Inc | HONGBP | Shares | $6.1M | 27K |
| Pepsico Inc | PEP | Shares | $5.6M | 36K |
| Lowes Cos Inc | LOW | Shares | $5.5M | 23K |
| Ishares Tr | SHV | Shares | $5.3M | 48K |
| Ishares Tr | TLT | Shares | $5.3M | 61K |
| Meta Platforms Inc | META | Shares | $5.2M | 9K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $4.6M | 10K |
| Schwab Charles Corp | SCHW | Shares | $4.6M | 49K |
| Wells Fargo & Co | WFC | Shares | $4.5M | 57K |
| Copart Inc | CPRT | Shares | $3.9M | 119K |
| J P Morgan Exchange Traded F | JPST | Shares | $3.9M | 77K |
| Baker Hughes Company | BKR | Shares | $3.6M | 59K |
| Bank America Corp | BAC | Shares | $3.5M | 71K |
| Advanced Micro Devices Inc | AMD | Shares | $3.4M | 17K |
| Broadcom Inc | AVGO | Shares | $3.2M | 10K |
| Salesforce Inc | CRM | Shares | $3.2M | 17K |
| Amphenol Corp | APH | Shares | $3.1M | 24K |
| Adobe Inc | ADBE | Shares | $3.0M | 12K |
| Hca Healthcare Inc | HCA | Shares | $3.0M | 6K |
| Costco Wholesale Corporation | COST | Shares | $3.0M | 3K |
| Digital Rlty Tr Inc | DLR | Shares | $2.9M | 16K |
| Amdocs Ltd | Shares | $2.8M | 43K | |
| Progressive Corp | PGR | Shares | $2.7M | 14K |
| Manhattan Associates Inc | MANH | Shares | $2.7M | 20K |
| Starbucks Corp | SBUX | Shares | $2.6M | 29K |
| Crown Hldgs Inc | CCK | Shares | $2.5M | 25K |
| Air Products And Chemicals I | APD | Shares | $2.5M | 9K |
| Edwards Lifesciences Corp | EW | Shares | $2.5M | 31K |
| Prologis Inc. | PLD | Shares | $2.4M | 18K |
| Disney Walt Co | DIS | Shares | $2.4M | 25K |
| Abbott Laboratories | ABT | Shares | $2.4M | 24K |
| Gen Digital Inc | GEN | Shares | $2.4M | 127K |
| New York Times Co Mtn Be | NYT | Shares | $2.4M | 28K |
| Transdigm Group Inc | TDG | Shares | $2.2M | 2K |
| Pfizer Inc | PFE | Shares | $2.2M | 79K |
| Netflix Inc. | NFLX | Shares | $2.1M | 22K |
| Intercontinental Exchange In | ICE | Shares | $2.1M | 13K |
| Deere & Co | DE | Shares | $2.1M | 4K |
| Zoetis Inc | ZTS | Shares | $2.0M | 17K |
| American Elec Pwr Co Inc | AEP | Shares | $2.0M | 15K |
| Dollar Gen Corp | DG | Shares | $1.9M | 16K |
| Mcdonalds Corp | MCD | Shares | $1.7M | 5K |
| Eli Lilly & Co | LLY | Shares | $1.6M | 2K |
| American Tower Corp | AMT | Shares | $1.4M | 8K |
| Tractor Supply Co | TSCO | Shares | $1.3M | 29K |
| Cdw Corp | CDW | Shares | $1.2M | 10K |
| Owens Corning New | OC | Shares | $1.2M | 11K |
| Qualcomm Inc | QCOM | Shares | $1.2M | 9K |
| Ishares Tr | IEFA | Shares | $1.2M | 13K |
| Goldman Sachs Etf Tr | GSSC | Shares | $958K | 13K |
| Hershey Co | HSY | Shares | $850K | 4K |
| J P Morgan Exchange Traded F | JEPI | Shares | $639K | 11K |
| Invesco Exchange Traded Fd T | RSP | Shares | $557K | 3K |
| Procter & Gamble Co | PG | Shares | $550K | 4K |
| Abbvie Inc | ABBV | Shares | $522K | 2K |
| Visa Inc | V | Shares | $519K | 2K |
| Goldman Sachs Etf Tr | GPIX | Shares | $507K | 10K |
| Ishares Tr | IVV | Shares | $493K | 755 |
| Fidelity Greenwood Street Tr | FYEE | Shares | $463K | 17K |
| Ishares Inc | IEMG | Shares | $462K | 7K |
| Ishares Tr | IJR | Shares | $454K | 4K |
| Cameco Corp | CCJ | Shares | $434K | 4K |
| Alphabet Inc | GOOG | Shares | $413K | 1K |
| Global X Fds | SDEM | Shares | $263K | 8K |
| 3M Co | MMM | Shares | $232K | 2K |
| Ishares Tr | IJJ | Shares | $212K | 2K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.